Matrix Trust Co. — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Matrix Trust Co. is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $173,726 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$173,726
Reported indirect compensation
$0
Total reported compensation
$173,726
Filings
9
Plan sponsors
9
Plans
9
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Matrix Trust Co.
SponsorStatePlansReported compensation
Board Of Trustees Sm Workers Local 49 Defined Contribution PlanNM1$103,505
Western Washington Medical Group, Inc., P.S.WA1$28,148
Sojitz Corporation Of AmericaNY1$12,762
Rayonier Advanced Materials Inc.FL1$11,466
Pro Sports ClubWA1$11,248
Scopelitis Garvin Light Hanson & Feary P.C.IN1$6,562
Propetro Services, Inc.TX1$35
Pillsbury Winthrop Shaw Pittman LlpCA1$0
Toward Independent Living And Learning Inc.MA1$0

State footprint

Plans reporting Matrix Trust Co. are sponsored in WA (2), FL (1), IN (1), MA (1), CA (1), NY (1), TX (1), NM (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Board Of Trustees Sm Workers Local 49 Defined Contribution PlanSm Workers Local 49 Defined Contribution Pension Plan2023$103,505not reported in the loaded dataset
Western Washington Medical Group, Inc., P.S.Western Washington Medical Group 401(K) Retirement Plan And Trust2023$28,148$0
Sojitz Corporation Of AmericaThe Niac Group Pension Plan2023$12,762not reported in the loaded dataset
Rayonier Advanced Materials Inc.Rayonier Advanced Materials Inc. Retirement Plan2023$11,466not reported in the loaded dataset
Pro Sports ClubPro Sports Club Salary Savings Plan2023$11,248$0
Scopelitis Garvin Light Hanson & Feary P.C.Scopelitis Garvin Light Hanson & Feary 401k Benefit Plan2023$6,562$0
Propetro Services, Inc.Propetro Services, Inc. 401(K) Plan2023$35not reported in the loaded dataset
Pillsbury Winthrop Shaw Pittman LlpPillsbury Winthrop Shaw Pittman Llp Retirement Savings Plan No. 12023$0$0
Toward Independent Living And Learning Inc.Toward Independent Living And Learning Inc. Success Sharing Plan2023$0$0

Related Form 5500 pages